Seminar
Mid-Year Economic Update: How to Make Smarter Financial Decisions in 2013 and Beyond
Speaker |
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Jim Cahn
Executive Vice President,
Chief Investment Officer,
Wealth Enhancement
Advisory Services
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The fiscal cliff and sequestration. The Dow Jones Industrial Average hitting an all-time high. Historically low interest rates on bonds. Another European recession. The banking crisis in Cyprus.
We’re midway through 2013 and there have been multiple recent events that have caused uncertainty
for American investors. With so many attention-grabbing headlines about the economy, how can you know what actually affects your financial livelihood?
In this presentation, chief investment officer Jim Cahn will discuss the current state of the economy and provide strategies for building all-weather portfolios that will help you prepare for a variety of economic environments.
Join us to learn about:
- Economic trends and headlines from early 2013
- Ongoing economic issues that may impact your personal financial plan
- What the changing definition of “conservative investing” means for bondholders
- Ways to potentially minimize risk in your current investment portfolio
Locations and registration:
Date |
Time |
Location |
Register |
June 12
|
11:30 a.m. – 1:30 p.m.
Lunch buffet provided
|
Arrowwood Lodge at
Brainerd Lakes
6967 Lake Forest Rd
Baxter, MN 56425
Map
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Call: 1-888-901-4345
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June 25
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4:00 p.m. – 6:00 p.m.
Refreshments provided |
The Hotel at Kirkwood Center
7725 Kirkwood Boulevard SW
Cedar Rapids, IA 52404
Map
|
Call: 1-888-208-4420 |
To register, call the number for your location above or email events@wealthenhancement.com
Seating is limited, so register early to reserve a spot for yourself and up to two guests.
Past Event: Webinar : Women, Money and Choices
Watch the replay >>
Whether you’re a woman, or a man who cares about the women in your life, you won’t want to miss this important webinar.
According to a recent study, 53% of baby boomer women are concerned about outliving their sources of retirement income.1 Given the financial challenges that women can face in retirement and pre-retirement, it’s a valid concern. That’s why right now is the best time for women to boost their financial confidence.
In this informative webinar, Peg Webb and Tenielle Shallman will discuss several ways women can increase their financial knowledge, implement financial plans that are built on their goals and values, and achieve financial confidence regarding their retirement.
Major topics include:
- Women and finance–modern milestones and challenges
- How to establish, build and protect a retirement
income plan
- Practical next steps women can take to help achieve their retirement goals
Speakers
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Peg Webb
Sr. Vice President
Financial Advisor
Host of the "Your Money" radio program |
Tenielle Shallman CFP®
Planning Operations Manager
Head of Central Planning
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1The Allianz Reclaiming the Future Study, 2010.
“Pitching In for Healing House” CHARITY GOLF SCRAMBLE, sponsored by the Webb/Webb DeVries Advisory Team
Benefitting MetroHope Healing House |
MetroHope, for 87 years, has provided real help
and lasting hope to people in recovery. Healing
House, MetroHope’s program for women, opened
in 2006 and serves mothers and their children.
This program provides a 12-18 month mentored
rehabilitation process that allows mothers to break
free from the shackles of addiction and domestic
abuse while allowing their children to live with
them, thereby giving them accountability and taking
away separation anxiety. The result is that Healing
House breaks the family cycle of addiction. |
Monday, August 5, 2013
Olympic Hills Golf Course
Eden Prairie, MN 55347
Register online at metrohope.org
Schedule:
11:00 a.m. Check in, driving range
and box lunch.
1:00 p.m. Shotgun start!
Plated dinner and reception after golf. Format: Scramble Golf Event. Each group competes as a team for the lowest score for 18 holes.
Cost: ALL INCLUSIVE OFFER
$250 includes: Green fees, golf cart (one per 2 players), unlimited balls at range before event, box lunch, contest participation, 4 raffle tickets (many great prizes) and dinner and reception.
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